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UK Equities: 2024 half year outlook
The UK’s economic backdrop is suggesting this could be 1997 again.
- Date published
- 28 Jun 2024
- Tag
- UK Equities
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French elections: Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- Global Long-Term Unconstrained
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Beyond NVIDIA
How listed Real Assets can also benefit from the Artificial intelligence (AI) boom.
- Date published
- 25 Jun 2024
- Tag
- Global Real Income
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Making an impact: one year on
As we celebrate Improving Society's first anniversary – offering clients one of the first socially-focussed impact equity strategies – we are delighted to share an update with you, on what has been a fruitful first year.
- Date published
- 20 Jun 2024
- Tag
- Improving Society Strategy
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The Indian and Mexican elections
We highlight our Global Emerging Markets team’s thoughts on the expectations, outcomes and implications for markets following the results.
- Date published
- 12 Jun 2024
- Tag
- Global Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductors, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Jun 2024
- Tag
- Global Emerging Markets
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Impact Report 2023 Summary
The Improving Society Strategy was developed to generate intentional, measurable positive change in the world while also generating long-term financial returns for our clients. The inaugural report provides the ethos and aims of the Strategy.
- Date published
- 6 Jun 2024
- Tag
- Improving Society Strategy
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Despite the appeal of passive Index ETFs, something is missing
Why an actively managed portfolio might be a better option for Listed Real Asset investors.
- Date published
- 27 May 2024
- Tag
- Global Real Income
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Emerging Markets: Alive and Clicking
Putting the spotlight on China’s internet sector.
- Date published
- 20 May 2024
- Tag
- Global Emerging Markets
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Stewardship Annual Report 2024
We’ve evolved our approach to stewardship over the last two decades. 2023 has seen the launch of our first social impact strategy, progress on our climate and diversity goals and greater recognition for our investor-led model from the PRI.
- Date published
- 1 May 2024
- Tag
- Stewardship Matters
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Global Emerging Markets Performance Review Q1 2024
We provide a performance review on Global Emerging Markets for the first quarter of 2024.
- Date published
- 5 Apr 2024
- Tag
- Global Emerging Markets